Tag "long-term thinking"
Playing the plan: Mawer’s global small cap portfolio | EP63
Deputy CIO Christian Deckart discusses natural contradictions in the portfolio and how the team plays “intellectual best ball. ”
Market Update – March 10, 2020
Considering the significant market volatility resulting from the COVID-19 outbreak, as well as the plunge in oil prices reflecting Saudi Arabia’s decision to accelerate output, we wanted to provide you with an update on Mawer’s strategy in this challenging environment.
(Not) boring finds for 2019
As the end of the year (and decade!) is nigh, we thought we’d join the year-in-review fervour, and curate a list of our Top 10 favourite links from 2019.
‘Twas the week before Christmas
‘Twas the week before Christmas, and Mawer’s on the scene, to tell you the tale of 2019.
Investing: The infinite game
Investing is a fitting example of an infinite game. Why is it that some players last longer in this game than others?
Every BEEP matters
We focus on best execution (avoiding the steamroller), but also try not to lose sight of the knowledge that a penny lost might be worth dollars of return should our investment thesis be correct.
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